AIA National Investors Conference



The Search for Returns - The challenges ahead

Sunday 2nd August - Wednesday 5th August 2015
Surfers Paradise Marriott Resort and Spa


The conference commences at 5pm Sunday 2nd August 2015 with a keynote presentation  

Sessions continue Monday, Tuesday and Wednesday, finishing at 3:30pm on Wednesday 5th August, followed by happy hour. In addition to the seven plenary sessions, the conference features four streams, plus the morning Sponsor sessions.

 Stream 1:    Investments

 Stream 2:    Superannuation

 Stream 3:    Retirement & Estate Planning

 Stream 4:    Strategic Planning


Early-Bird Special
Masterclass -  Protecting Your Estate, SMS, and family Trust

Bernie O'Sullivan is one of Australia's most experienced family legal advisers.  This session will reveal some of the risks to your wealth and beneficiaries and show you how you can reduce and even eliminate these risks.  Drawing on war stories from cases and his detailed knowledge of the relevant legislation.  Download Masterclass details

Only offered to the first 150 members to book for the conference


You will not be locked in to all the sessions within a stream.  If you seek comprehensive coverage of the matters addressed by the stream, you may attend all the sessions related to that stream, but you are free to choose.  The speakers and session outlines are provided in greater detail in the conference brochure and session outlines.


Conference Brochure



Registration Form


  • Experienced investors wishing to stay abreast of the markets and be aware of future trends
  • New or inexperienced investors
  • Trustees of SMSFs
  • Anyone thinking about establishing a SMSF
  • Anyone approaching retirement who wants to ensure their money will last as long as they do
  • Anyone who has inherited assets and not sure what to do or who to trust
  • Investors who wish to meet other investors


The first 150 to register are entitled to attend the Bernie O'Sullivan Masterclass on the Monday evening.  After the first 150 to register, no others an be admitted. Also, book and pay before 1 June to receive a $100 discount on registration fee.


Partners wishing to attend the conference can do so for a reduced rate, irrespective of time of booking. Partners of members attending the conference do not need to join the AIA.   Partner registration includes all benefits as for a regular registration (satchel and provision of happy hour coupons etc).


Non members pay an additional $110.00 annual subscription and a once off $20 joining fee to become an AIA member. Member benefits include a quarterly newsletter posted to your mailbox; a regular AIA Investor Update including information on AIA activities, links to websites of interest and more; discounts on software, subscriptions, bank rates and bookshops; access to a member’s online forum; local discussion groups, seminars and more.


Conference registration fees paid by delegates may be tax deductible. Delegates should speak to their tax advisers to confirm deductibility based on their individual circumstances.


All registrations will be acknowledged in writing. Registration will only be accepted and confirmed on receipt of payment.


Should you be unable to attend, a substitute delegate is always welcome to attend. Alternatively, cancellations received in writing before or on 10 July 2015 will receive a full refund less a 15% administration fee. Cancellations received after 10 July will incur a 40% admin fee.


Delegates will be given happy hour coupons which they can use at any of the happy hours at the conference. Use as many you wish on each of the days and you are welcome to bring your non-delegate partner.


The registration fee also includes the three course gala dinner and drinks on the Tuesday evening.  Non-delegate partners may attend the conference dinner for an additional charge of $125. Dress for the duration of the conference and all social functions is smart casual. Jacket and tie is not required.


Surfers Paradise Marriott Resort & Spa has recently undergone an $12m refurbishment,  designed to reflect the mild Queensland climate and features the soothing effect of water with all ground floor bars and restaurants surrounded by waterscapes. This spreads across a hectare of exquisitely landscaped gardens and includes a five metre deep saltwater lagoon, home to tropical fish. Marriott guests can scuba dive, snorkel and swim through waterfalls into rock grottos and spas. The resort also has a marina, a boardwalk, a network of jogging and walking paths and direct access to beaches.

Surfers Paradise Marriott Resort & Spa is offering conference delegates a special rate of $180 per room per night which may be extended pre or post conference, subject to availability. Delegates will be sent reservation details upon receipt of their registration or you can book onlineIf you wish to extend your stay you will need to contact the resort direct on 1800 809 090. The resort is located at the northern end of Surfers Paradise at 158 Ferny Avenue. AIA Delegates receive complementary self car parking


From Coolangatta Airport a taxi will cost approximately $100. Alternatively a shuttle bus service operates from the airport to all the major hotels. The cost for this service is $21pp one way or $41pp return. Upon arrival at Coolangatta Airport please go to the GOLD COAST TOURIST SHUTTLE desks in the foyer where you can purchase a ticket. For more information please call 07 5574 5111.

From Brisbane Airport to the Marriott Resort a taxi will cost approximately $220. Airtrain Connect is also available from Brisbane Airport to the Marriott for a cost of $55pp one way or $100pp return. To make a booking please call Airtrain Connect on 1800 119 091 or visit the website


For many delegates, the AIA National Investors Conference provides the opportunity for investors to network with other investors. For many, the information gained from other investors can be as valuable as the information gained from the experts. The AIA National Investors Conference is not only educational but socially enjoyable as well.


  • Attendance at sessions and exhibition 2 – 5 August
  • Lunch and refreshments for three days 3 – 5 August
  • Eight happy hour coupons for the four days 2 – 5 August
  • Gala Dinner 4 August (includes beverages)
  • Delegate satchel including pocket and detailed conference program
  • Bound booklet of the speakers’ papers
  • Opportunity to network with other investors.














Members Register Now


Early Bird               Standard
31/5/15                  1/6/15                                                   
AIA Member
$765                   $865
$695                   $695
Non-Member – includes 12 month AIA membership                                                                   
$895                   $995
Additional Conference Dinner Ticket – 4 August 2015
$125                   $125
Sunday half day workshop - Shane Ellis $55                      $55
Monday Evening Masterclass - Bernie O'Sullivan Only for the first
150 to book.
AIR, ASA & ATAA Members at AIA Member prices As Above

For benefits, please CLICK HERE (   



Without the support of sponsors, the cost of the conference could not be kept so low. We would like to acknowledge this support and thank the following sponsors.


Platinum Sponsor

Lincoln Indicators

Gold Sponsors

Trilogy Funds Management

K2 Asset Management



Silver Sponsors

Investor Centre

Clime Asset Management

Cromwell Property Group

FIIG Securities

VectorVest Inc

NAOS Asset Management

Bronze Sponsors


Decisive Asset Management

CBG Capital


Hunter Hall

Glennon Small Companies Limited

Master Class Sponsor




Members Register Now

Non-Members, please contact us

Conference Program

Details and Speakers

This conference is the only independent conference for investors across all asset classes. It is designed to be of value for all individual investors, whether novice or experienced, who wish to take control of their investments, whether it be through financial advisers and brokers or totally DIY. If you want high quality, value for money, truly independent education that will make you a better investor, attendance at this conference is a must.

Platinum Sponsor

Lincoln Logo TM high res 10 April 2007

 Gold Sponsors

 Trilogy Funds Logo Digi COLOUR Large

  Leveraged logo tagline pms

 K2AM LOGO RGB 300dpiMLOGO web


 Silver Sponsors

 IC Investor

 Cromwell logo CMWPG ppt


FIIG Logo Horizontal LightBG



Vectorvest au logo


Clime Logo Master




Bronze Sponsors


Glennon resized











Master Class Sponsor

  JustSuper Logo cropped 


Cropped Ed Inv



Venue: Marriott Resort and Spa
Surfers Paradise

 Marriott Logo